See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 8-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,279 | $169,032-57.8% | $129,207-44.8% | $145,922-51.2% |
| Participation rate | 90.0% | 76.4%+13.6pp | 69.6%+20.4pp | 80.3%+9.7pp |
| Annual return | 15.91% | 14330.11%-14314.2pp | 9417.33%-9401.4pp | 561.29%-545.4pp |
| Employer contribution / active EE | $2,020 | $5,537-63.5% | $4,153-51.4% | $4,660-56.7% |
| Participant deferral / active EE | $5,129 | $4,987+2.8% | $4,168+23.1% | $6,688-23.3% |
| Admin fee / account holder | $955 | $9,954-90.4% | $7,715-87.6% | $13,397-92.9% |